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Read our take on the stock market through a sector lens.
Save for retirement and prepare for how you'll spend your money once you retire.
Guide to Asset Classes & ETFs | Charles Schwab
View the Schwab Intelligent Portfolios Guide on Asset Classes.
Registered Index-Linked Annuity Rates | Charles Schwab
Learn about the registered index-linked annuity (RILA) rates offered through Schwab.
Exchange-Traded Notes: The Facts and the Risks | Charles Schwab
Exchange-traded funds (ETFs) have been around since 1993, and there's no doubt that they are popular with investors. Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as ETFs, and they carry some important risks to be aware of.
Government Policy | Charles Schwab
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Retirement Income | Charles Schwab
Learn to create a strategy to help you withdraw, spend and invest your savings for reliable cash flow and a potentially better tax outcome.
Are Municipal Bonds Tax Free? | Charles Schwab
Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.
Mark Riepe, CFA, leads the Schwab Center for Financial Research, which provides individual investors with quality research on key topics, including markets, the economy, retirement, taxes, financial planning, wealth management, and portfolio management. He hosts Schwab’s Financial Decoder podcast.
Emily Doak, CFA, is Director of EFT and Index Fund Research. She is a member of Schwab Center for Financial Research's investment manager research team, where she leads the team that examines passive investment strategies.